IRS Tax Relief Forms Overview

tax relief formsCommon tax debt relief filings and forms to obtain these forms of tax settlements. Browse our articles and detail pages to find the best tax solution for your particular situation or talk with one of our partnered tax professionals to get their opinion and help.

Tax Payment Options/IRS Installment Agreements

Guaranteed Installment Agreement

  • Great option if you owe $10K or less
  • IRS Form 9465 Installment Agreement Request or Online Payment Agreement Application (OPA)

Streamlined Installment Agreement

  • Great option if you owe up to $50,000 but can be approved up to 100,000 in some cases
  • IRS Form 9465 Installment Agreement Request or Online Payment Agreement or Online Payment Agreement Application (OPA)

Verified Financial Statement Installment Agreement

  • Best option if you owe over $100K or you cannot pay off the balance by the CSED (collection statute expiration date)
  • IRS Form 9465 Installment Agreement Request
  • Appropriate Form 433: IRS Form 433-A or IRS Form 433-F: Collection Information Statement for Wage Earners and Self-Employed Individuals or IRS Form 433-B: Collection Information Statement for Businesses

Partial Payment Installment Agreement

  • IRS Form 9465 Installment Agreement Request
  • Appropriate Form 433: IRS Form 433-A: Collection Information Statement for Wage Earners and Self-Employed Individuals or IRS Form 433-B: Collection Information Statement for Businesses

Direct Debit Installment Agreement

  • IRS Form 433-D – Direct Debit Installment Agreement form. Has benefits. Lower setup fees, and depending on your tax balance, can remove liens and prevent them.

IRS Short-Term Payment Extension Due to Undue Hardship

  • Best option if you can make payment within 6 months after the due date of your tax return
  • IRS Form 1127 – Application for Extension of Time for Payment of Tax Due to Undue Hardship

Offer in Compromise

Tax Penalties & Penalty Abatement

  • IRS Form 843 Claim for Refund and Request for Abatement
  • Written Petition to strengthen your argument and provide proof
  • Form 2210 Underpayment of Estimated Tax by Individuals, Estates, and Trusts

IRS Hardship/Uncollectible Status

Innocent Spouse Relief

Collection Due Process Hearing (CDP)

  • IRS Form 12153 Request for a Collection Due Process or Equivalent Hearing

Collection Appeals Program (CAP)

Withdrawing an IRS Tax Lien

  • IRS Form 11277 – Application for Withdrawal of Filed Form 668(Y), Notice of Federal Tax Lien